I am a Pre-Sales Solution Consultant with over 14 years of SaaS experience, specializing in partnering with mid-market and enterprise sales teams, customer success, product development, and software engineering to create cohesive technical solutions. I excel at demonstrating business value to customers, driving software sales, and ensuring customer success.
Key Achievements:
Revenue Growth: Proven track record of accelerating deals, scoping, and delivering solutions that drive revenue while ensuring customer success.
Sales Collaboration: Expert in partnering with sales teams to navigate complex enterprise environments, understanding and showcasing the business value to various stakeholders.
Executive Communication: Highly skilled in presenting and articulating value-based solutions to C-level executives, business line managers, and technical teams.
Cross-functional Collaboration: Strong ability to work collaboratively across different departments within an organization.
Storytelling: Utilize storytelling techniques to engage, build trust, and instill confidence in customers and prospects.
RFP and Proposal Management: Lead and drive the creation of RFPs, RFIs, proposals, and Statements of Work (SOW), often involving sophisticated integration requirements.
Customer Success & Onboarding: Experienced in developing implementation plans, onboarding, training, and customer success frameworks, particularly for early-stage startups, with a focus on seamless data and system integration.
AI/ML Expertise: Extensive experience in explaining and demonstrating how AI/ML solutions, when integrated with existing systems, address business challenges and enhance operational efficiency.
Overview
15
15
years of professional experience
Work History
Director of Sales Engineering
KloudGin
Sunnyvale, CA
09.2021 - Current
Increased Sales Closures: Boosted sales opportunity closings by 50% through enhanced demonstration tactics and strategic pre-sales approaches.
Sales Partnership: Collaborated with Sales Executives to drive solution selling across Mid-Market, Enterprise, and Utility sectors, tailoring strategies to unique needs of each market.
Customized Demonstrations: Developed and delivered tailored demonstrations in Field Service Management and Enterprise Asset Management, showcasing product value and alignment with customer needs.
Consultation Expertise: Provided expert consultation on workflows, integrations, reporting, analytics, and application of ML & AI to improve business processes.
Discovery Process Development: Led design and refinement of discovery process in collaboration with sales team, ensuring comprehensive understanding of customer requirements in Field Service Management and Enterprise Asset Management.
Organizational Improvements: Spearheaded changes to enhance quality and effectiveness of product demonstrations, leading to improved customer engagement and sales outcomes.
Technical Collaboration: Partnered with technical teams to optimize demonstration environment, improving overall sales operations infrastructure and ensuring seamless customer experience.
Senior Sales Engineer
Spiff
Sandy, UT
1 2021 - 09.2021
Sales Partnership: Drove solution selling across SMB, Mid-Market, and Enterprise companies in collaboration with Sales Executives.
Configured Proof of Concept Demonstrations: Delivered 2 to 4 weekly customized demonstrations, specifically tailored to potential customers’ needs.
Sales Cycle Improvement: Optimized sales cycles, POCs, and demonstrations to emphasize business value and effectively address customer pain points.
Product Enhancement Collaboration: Worked closely with Product and Engineering teams to enhance product features and functionality.
Sales Performance: Exceeded quarterly sales targets by 8% to 15% through strategic relationship-building, targeted demonstrations, and partnership on key deals.
Director of Solutions Engineering
Uptick Labs
San Francisco, CA
01.2020 - 01.2021
SaaS Client Success Collaboration: Partnered with Sales Executives to drive solution selling into SaaS Client Success teams.
Implementation Process Development: Collaborated with CEO and Product Management to develop efficient customer onboarding process.
AI/ML Engine Validation: Sold to first several trial customers to verify accuracy of AI/ML Engine and successfully deployed these initial trials.
Pipeline Development: Worked with sales team to build pipeline of 25 prospective customers.
Demonstration Environment Management: Oversaw and maintained demonstration environment to support sales activities.
Company Closure: Uptick ceased operations as of August 1, 2020.
Senior Solutions Consultant
Entytle, Inc
Austin, TX
01.2019 - 01.2020
Performed proof of concept demonstrations, instructing potential customers on benefits of Uptick's SaaS Customer Satisfaction & Renewal Platform
Help Closed 5 sales opportunities with average annual SaaS revenue of $100,000
SaaS Client Success Collaboration: Partnered with Sales Executives to drive solution selling into SaaS Client Success teams.
Implementation Process Development: Collaborated with CEO and Product Management to develop efficient customer onboarding process.
AI/ML Engine Validation: Sold to first several trial customers to verify accuracy of AI/ML Engine and successfully deployed these initial trials.
Pipeline Development: Worked with sales team to build pipeline of 25 prospective customers.
Demonstration Environment Management: Oversaw and maintained demonstration environment to support sales activities.
Company Closure: Uptick ceased operations as of August 1, 2020.
Senior Solutions Consultant
AgilOne, Inc (Acquired by Acquia Dec 2019)
Mountain View, CA
01.2012 - 01.2019
Top 10 ARR Deals: Closed top 10 deals in ARR, with 3 deals generating first-year revenue over $1 million.
Notable Customers: Secured contracts with Lululemon, Dollar General, Smart & Final, Volaris, Joann, PVH, and Tailored Brands.
Enterprise Sales Collaboration: Collaborated with 5 sales executives on enterprise account selling strategies to secure wins.
ARR Growth: Transformed sales from SMB to enterprise clients, increasing ARR from $50,000 to $450,000.
Cross-functional Communication: Engaged with product, engineering, and implementation teams to enhance overall product quality and customer satisfaction.
Subject Matter Expertise: Specialized in email, direct mail, AI/ML, analytics, re-targeting, and personalization.
SOW and Service Agreements: Drafted Statements of Work and service agreements in collaboration with legal, sales, implementation, and customer success teams.
Integration Plans: Drafted integration plans to facilitate seamless assimilation of products into customer business infrastructure.
Director of Client Services
AgilOne, Inc
Mountain View, CA
01.2011 - 01.2012
Hired and Developed client services team of 3 to engage customers to deliver product adoption, usage and customer ROI
Developed Implementation and Onboarding process to shorten implementation timelines
Manage new and existing customer relationships to identify churn risk and growth opportunities
Collaboration with product, implementation and engineering to improve solutions for customers.
Project Manager
AgilOne, Inc
Mountain View, CA
01.2010 - 01.2011
Managed implementation team to onboard new clients
Customer adviser in strategic marketing and technical questions to solve issues for customers
Helped customers achieve up to15% increase in email click through and lower opt out rates
Collaborated with product, engineering and implementation to improve internal processes
Collaborated with Product Management and Engineering to enhance and improve product features
Work with Sales to do demonstrations and sales cycle strategies to close new business.